The fertilizer plant explosion in Texas could prove a long-term benefit to some companies in the...

The fertilizer plant explosion in Texas could prove a long-term benefit to some companies in the sector, since it could slow the building up of new nitrogen fertilizer capacity in the U.S. and provide a competitive boost to entrenched producers such as CF Industries (CF+3%), Potash (POT+0.8%) and Agrium (AGU+1.1%), Citigroup says.